News Pathfinder in the News

Financial scams are an ever-present threat, and the scammers are only getting more skilled, evolving their tactics to take advantage of even more unsuspecting victims.

In our article, “What You Need to Know About the Social Security Fairness Act,” we discuss an overview of the changes, which could impact retirement benefits for government employees, teachers, police officers, firefighters, and certain nonprofit workers.

Retirement planning centers on one crucial aspect: determining a safe withdrawal rate (SWR) from your retirement savings to ensure it lasts as long as needed.

There are many considerations when designing an estate plan that would meet your legacy goals and provide peace of mind to you and your family. In this article we share an estate planning checklist that covers the basics for everyone, as well as a downloadable PDF resource you can print.

In this article, we’ll go over a few steps to dial in spending habits and develop an effective budget that you can use as a retirement planning tool. While tracking spending can seem overwhelming at first – following a few simple steps over the course of a few months will result in an effective budget that can be adjusted to meet future goals.

This article discusses a few strategies for managing the tax implications of Required Minimum Distributions and minimizing one’s total lifetime tax paid.

In today’s increasingly data-driven world, protecting your digital identity has never been more important. This article discusses three best practices for increasing online security and protecting your digital identity.